Clients, subcontractors, users, and assignment workflows

Managing Client Records

Clients serve as the top-level entity for revenue-generating operations. They are managed via client list and can be assigned to multiple jobs simultaneously.

1. Navigate to Operations > Clients.
2. Click + Add Client (client add new).
3. Fill in the primary contact fields (Name, Email, Phone) and the default billing address.
4. If custom fields for the clients module have been created in settings, populate them at the bottom of the form.
5. Click Save.

Provisioning Subcontractors and Assigning Work

Subcontractors exist independently of internal app users. They have their own portal views and completion workflows handled by sub completion list and subcontractor payment list.

1. Navigate to Operations > Subcontractors.
2. Click + Add Subcontractor (subcontractor add new).
3. Define the subcontractor identity and skill tags (e.g., Electrical, Roofing) to aid in future dispatch filtering.
4. To assign a subcontractor to a job, open job single view.
5. Locate the Subcontractor Assignment block and select the desired subcontractor from the dropdown.
6. This assignment writes to the relational join table and triggers an alert rule if configured.

User Roles and Internal Assignments

Internal users are provisioned in app user list. Visibility is strictly scoped by their assigned role (Admin, Manager, Field Tech).

When a user is assigned to a job, job update process writes their user ID to the assignment array, granting them direct view access on their mobile dashboard (dashboard-sub`).